Zhang Financial LLC More: the full row for Zhang Financial LLC 3,203 $1M 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,162 $987K 0.07% +612 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,157 $986K 0.06% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,124 $975K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,115 $973K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,092 $965K 0.05% -525 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 3,074 $960K 0.38% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,068 $958K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,031 $946K 0.05% +37 13F-HR Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,025 $944K 0.53% -5 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,012 $940K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,955 $923K 0.23% -20 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,902 $906K 0.06% 0 13F-HR Timeline Group Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,882 $900K 0.83% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,829 $883K 0.2% -300 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,812 $878K 0.09% +456 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,799 $874K 0.06% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,753 $860K 0.55% -45 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,750 $859K 0.01% -375 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,724 $850K 0.02% -108 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,844 $849K <0.01% +133 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,685 $838K 0.19% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,662 $831K 0.01% +506 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,662 $831K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,604 $813K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,596 $810K <0.01% +1 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,583 $806K 0.06% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,581 $806K <0.01% -11 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,577 $805K 0.01% -2,444 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,558 $799K 0.01% new 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,553 $797K 0.3% -68 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,546 $795K <0.01% +17 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,535 $792K 0.39% +2 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,529 $790K 0.03% +84 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,520 $787K 0.29% -75 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,507 $783K +812 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,506 $782K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,500 $780K 0.01% +261 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,481 $775K 0.03% +207 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,441 $762K <0.01% -510 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,412 $753K 0.02% -13,305 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,405 $751K 0.02% +374 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,404 $751K 0.01% +185 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,387 $745K 0.38% new 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,352 $734K 0.13% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,349 $733K 0.01% +214 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,320 $724K 0.01% +779 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,263 $707K 0.24% -778 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,258 $705K <0.01% -119 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,250 $702K 0.08% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,240 $700K 0.01% -41 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,222 $694K <0.01% +341 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,221 $693K 0.08% -80 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,188 $683K 0.01% -80 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,188 $683K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,182 $681K 0.01% +148 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,175 $679K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,171 $678K 0.22% +140 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,135 $667K 0.06% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,122 $663K 0.01% +277 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,113 $660K 0.25% +374 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,100 $656K 0.01% +100 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,095 $654K 0.15% -30 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,086 $651K 0.01% +41 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,081 $650K 0.01% -128 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,935 $644K 0.04% -179 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,062 $644K 0.03% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,027 $633K 0.18% -280 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,014 $629K 0.02% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,008 $627K 0.01% +359 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,004 $626K 0.14% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,004 $626K 0.02% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,973 $616K 0.04% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,952 $609K 0.02% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,880 $587K 0.06% +1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,878 $586K <0.01% +489 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,873 $585K 0.08% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,869 $583K 0.01% +193 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,839 $574K 0.24% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,839 $574K 0.03% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,805 $563K 0.46% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,800 $562K 0.02% -8 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,765 $551K 0.35% -71 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,743 $544K 0.07% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,734 $541K 0.18% -4,444 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,730 $540K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,710 $534K 0.03% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,708 $533K 0.07% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,707 $533K 0.06% +790 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,695 $529K 0.02% -848 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,680 $525K 0.06% -618 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,679 $524K 0.02% -22 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,670 $521K 0.06% -10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,656 $517K 0.06% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,650 $515K 0.04% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,643 $513K 0.21% +910 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,631 $509K <0.01% +484 13F-HR Timeline Group KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,624 $507K 0.28% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,614 $504K 0.06% +604 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,613 $504K <0.01% -300 13F-HR Timeline Group Horizon Family Wealth, Inc. 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More: the full row for Kovack Advisors, Inc. 1,460 $460K 0.02% +4 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,457 $455K 0.03% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,453 $454K 0.01% -107 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,445 $451K 0.25% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,425 $445K 0.06% -89 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,416 $442K 0.01% -453 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,405 $439K 0.16% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,404 $438K 0.03% -10 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,401 $438K 0.02% +94 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,378 $430K 0.05% +14 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,375 $429K 0.02% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,373 $429K 0.06% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,369 $427K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,366 $426K 0.14% +222 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,343 $425K 0.58% -55 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,359 $424K 0.07% +351 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,355 $423K <0.01% -7 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,353 $422K 0.01% +5 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,307 $408K <0.01% -2,591 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,301 $406K 0.01% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,254 $392K 0.09% -21 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,251 $391K 0.09% -1 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,244 $388K 0.08% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,234 $385K 0.35% -119 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,232 $385K 0.01% -206 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,228 $383K 0.07% -1 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,209 $377K 0.14% +1 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,109 $377K 0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,207 $377K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,203 $376K 0.03% new 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,190 $372K 0.38% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,176 $367K 0.15% +12 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,175 $367K 0.24% -63 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,171 $366K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,164 $363K 0.01% +25 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,162 $363K 0.18% -970 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,156 $361K 0.06% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,148 $358K 0.27% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,139 $356K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,134 $354K <0.01% +38 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,130 $353K 0.18% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,120 $350K <0.01% +3 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,118 $349K 0.04% -4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,116 $348K 0.08% +3 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,110 $347K 0.02% +17 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,106 $345K 0.1% +46 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,092 $341K 0.22% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,086 $339K 0.18% -123 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,075 $336K 0.05% +47 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,068 $334K 0.02% +27 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,058 $330K 0.1% -234 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,057 $330K 0.02% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,049 $328K 0.01% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,047 $327K <0.01% -240 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,040 $325K 0.22% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,035 $323K <0.01% new 13F-HR Timeline Group Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,035 $323K 0.25% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,060 $320K 0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,024 $320K 0.21% +229 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,018 $317K 0.07% -142 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,014 $317K <0.01% -87 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,006 $314K 0.06% +257 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 989 $314K 0.02% +16 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,003 $313K 0.05% +63 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,002 $313K 0.01% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,001 $313K 0.03% +146 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,000 $312K 0.1% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,000 $312K 0.06% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 993 $310K 0.16% +3 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 927 $310K 0.01% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 984 $307K 0.29% -178 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 981 $306K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 977 $305K <0.01% +10 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 977 $305K 0.17% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 963 $301K 0.16% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 959 $299K 0.02% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 955 $298K 0.02% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 955 $298K 0.22% +122 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 946 $295K 0.04% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 939 $293K 0.04% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 934 $292K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 918 $287K 0.09% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 913 $285K 0.15% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 902 $282K 0.2% -78 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 900 $281K 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 899 $281K 0.02% +1 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 891 $278K 0.06% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 887 $277K 0.01% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 883 $276K 0.22% +2 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 882 $275K <0.01% -917 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 867 $271K 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 865 $270K 0.02% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. 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